Log outbound text message to lead record automatically
Log outbound text message to lead record automatically
Your outbound SMS aren't attached to lead records, leaving reps without conversation context for follow-up. Log each sent text as a lead activity so reps see full history before outreach.
Overview
When sales texts aren't logged, reps lose context and follow-ups slip. This flow writes each outbound text into the lead's activity stream so reps get full conversation history and can follow up within minutes.